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CRM Analytics
CRM Analytics Metadata Bridge Prerequisites

CRM Analytics Metadata Bridge Prerequisites

Using the CRM Analytics Metadata Bridge requires the appropriate licenses, org and user account setup, and permissions assigned to user accounts.

User Permissions Needed
Run the CRM Analytics Metadata Bridge setup flow Data Cloud Architect, Tableau Next Admin, and CRM Analytics Plus Admin permission sets

Before you run the CRM Analytics Metadata Bridge, verify that your org has these features enabled:

  • Data 360, CRM Analytics, and Tableau Next.
  • Einstein generative AI. See Set Up Einstein Generative AI.
  • The Tableau Next Data Pro - Semantic Model Curation admin setting. In Tableau Next, go to Administration | Settings and enable Data Pro - Semantic Model Curation.
 
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